Advisor at Wealthcrest Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealthcrest Financial Services, LLC
Location
Palm Coast, FL
Credentials
Series 66
Industry experience
27 years
Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Based on Wealthcrest Financial Services, LLC
Financial planning flat fee ranges from $1,495 to $9,495; plan revisions at 3/4 of full price.
$0 - $100,000: .45% to 1.20% $100,000+: .45% to 1.20% (negotiable, up to 2%)
Commissions accepted for sale of securities or insurance products when appropriate; includes mutual fund sales loads, 12b-1 fees, variable annuity fees, etc.
Consulting services billed at $195 to $350 per hour depending on complexity.
Fee-only: Financial planning flat fees range from $1,495 to $9,495; hourly consulting fees range from $195 to $350 per hour.
Palm Coast, FL
District of Columbia · Florida · Maryland · Virginia
Wealthcrest Financial Services, LLC
2014 - Present (12 years)
Cambridge Investment Research, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Palm Coast, FL
Johnson Wealth Management, LLC
Series 63, Series 65
Palm Coast, FL
Baffin Advisors LLC
Series 63, Series 65
Palm Coast, FL
FL Group, Inc.
CFP®, Series 65
Palm Coast, FL
Capstone Investment Management LLC
Series 65
Palm Coast, FL
Reap in Wealth Management, LLC
Series 65
Palm Coast, FL
FL Group, Inc.
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